See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,438 | $77,503-36.2% | $100,391-50.8% | $80,856-38.9% |
| Participation rate | 86.5% | 76.9%+9.6pp | 81.5%+5.1pp | 67.6%+18.9pp |
| Annual return | 30.99% | 37.20%-6.2pp | 49.20%-18.2pp | 35.59%-4.6pp |
| Employer contribution / active EE | $8,379 | $2,801+199.1% | $3,942+112.6% | $2,755+204.1% |
| Participant deferral / active EE | $12,687 | $6,820+86.0% | $8,082+57.0% | $4,296+195.3% |
| Admin fee / account holder | $819 | $5,897-86.1% | $7,899-89.6% | $6,918-88.2% |